PORTFOLIO POINT: Bill Shorten and APRA stats. Should Australia’s superannuation industry be fearful or welcoming of Bill Shorten? The former Victorian union leader was sworn in yesterday as the new … Read More Will Shorten make a difference to super
Category Archives: Newsletters
Check your “retirement readiness”
PORTFOLIO POINT: With Labor confirmed in government, here’s an interesting piece of research about the potential impact their retirement and super policies. Sometimes, a survey that has little to do … Read More Check your “retirement readiness”
Make the most of franking credits
PORTFOLIO POINT: Dividends are on the rise again, which is handy, because the market has done squat for 12 months. What’s the value in a franking credit for a SMSF? … Read More Make the most of franking credits
Super can ease CGT pain
PORTFOLIO POINT: Want to cash out of a few profitable investments, but fear the capital gains tax? Here’s how you can reduce the burden with super. There tends to come … Read More Super can ease CGT pain
Super comment stirs a hornet’s nest
PORTFOLIO POINT: Regulatory risk fatigue is a major factor in why you’re putting less into super. But some of you want me to “Stop encouraging the whingers, Bruce!” If ever … Read More Super comment stirs a hornet’s nest
Fleeing DIY super – Why Eureka Report readers are turning away from SMSFs
PORTFOLIO POINT: Contributions to SMSFs are down dramatically and your verdict is in – Labor’s attack on “wealthy” trustees is responsible. And you’re very angry. Here’s what you said in … Read More Fleeing DIY super – Why Eureka Report readers are turning away from SMSFs
SMSF mystery
PORTFOLIO POINT: Why did SMSF super contributions plummet in FY2010? Plus Labor exercises good sense in ignoring Cooper’s arts ban recommendation. Okay, hands up if you increased contributions to your … Read More SMSF mystery
Death and taxes
PORTFOLIO POINT: If you don’t know what day you’re going to die, a little forward planning for your super assets is an imperative. When the Howard Government made super tax … Read More Death and taxes
How does your SMSF measure up?
PORTFOLIO POINT: The stats to June 30 are finally in. Today, rate your own performance as an SMSF investment manager for FY2010. For the first year in three, most super … Read More How does your SMSF measure up?
PORTFOLIO POINT: An election looks imminent. Labor’s “super plan” is taking shape. Here’s what you need to know. The dust is slowly settling on Labor’s blueprint for superannuation. None of … Read More